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ROBERT W STUBBS FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ROBERT W STUBBS FOUNDATION (EIN 43-1304452)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-08-12
IRS object ID
202402259349100225
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-08-12T10:27:38-07:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN352536842PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WMC Tax Services LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11301 E Bethany Home RdAddressLine1Txt
CityPhoenixCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85014ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN431304452EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROSE M & ROBERT W STUBBS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROSEBusinessNameControlTxt
Phone6022341040PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1735 OCEAN CLUB DRIVE 5TH FLAddressLine1Txt
CityAMELIA ISLANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32034ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS J ROSS JRPersonNm
Person TitleVice PresidentPersonTitleTxt
Signature2024-08-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJason M MunkMAccCPAPreparerPersonNm
PTINP00545610PTIN
Phone6022341040PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,340,346FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$321InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$321InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$50,878DividendsRevAndExpnssAmt
Dividends Net Invst Incm$50,878DividendsNetInvstIncmAmt
Total Rev And Expnss$51,199TotalRevAndExpnssAmt
Total Net Invst Incm$51,199TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$7,050AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,525AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,525AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$562OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$562OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$6,807TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$2OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$14,421TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,089TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,525TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$111,540ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$111,540ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$125,961TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,089TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$115,065TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$74,762ExcessRevenueOverExpensesAmt
Net Investment Income$47,110NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$470,829CashBOYAmt
Cash EOY$399,984CashEOYAmt
Cash EOYFMV$399,984CashEOYFMVAmt
Corporate Stock BOY$444,049CorporateStockBOYAmt
Corporate Stock EOY$444,049CorporateStockEOYAmt
Corporate Stock EOYFMV$1,940,362CorporateStockEOYFMVAmt
Total Assets BOY$914,878TotalAssetsBOYAmt
Total Assets EOY$844,033TotalAssetsEOYAmt
Total Assets EOYFMV$2,340,346TotalAssetsEOYFMVAmt
Accounts Payable BOY$2,795AccountsPayableBOYAmt
Accounts Payable EOY$6,712AccountsPayableEOYAmt
Total Liabilities BOY$2,795TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,712TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$912,083RetainedEarningBOYAmt
Retained Earning EOY$837,321RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$912,083TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$837,321TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$914,878TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$844,033TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$912,083TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$74,762ExcessRevenueOverExpensesAmt
Subtotal$837,321SubtotalAmt
Tot Net Ast Or Fund Balances EOY$837,321TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$655InvestmentIncomeExciseTaxAmt
Subtotal$655SubtotalAmt
Tax Based On Investment Income$655TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$9EsPenaltyAmt
Tax Due$664TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ROSE M STUBBSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6022341040PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1735 OCEAN CLUB DRIVEAddressLine1Txt
CityAMELIA ISLANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32034ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ROSE MARIE STUBBS
735 OCEAN CLUB DR 5TH FLAMELIA ISLANDFL32034President0.50$0
THOMAS J ROSS JR
233 SOUTH STREETMORRISTOWNNJ07960Vice President0.50$0
CHARITY M STUBBS-GUZOFSKI
32 GRAMERCY PARK SOUTH APT 5JNEW YORKNY10003Treasurer0.50$0
JASON M MUNK
1301 E BETHANY HOME RDPHOENIXAZ85014Secretary0.50$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,742,945AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$430,774AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,173,719TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,173,719AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$32,606CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,141,113NetVlNoncharitableAssetsAmt
Minimum Investment Return$107,056MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$107,056MinimumInvestmentReturnAmt
Tax Based On Investment Income$655TaxBasedOnInvestmentIncomeAmt
Total Tax$655TotalTaxAmt
Distributable Before Adj$106,401DistributableBeforeAdjAmt
Distributable Before Ded$106,401DistributableBeforeDedAmt
Distributable As Adjusted$106,401DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$115,065ExpensesAndContributionsAmt
Qualifying Distributions$115,065QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$106,401DistributableAsAdjustedAmt
Undistributed Income PY$30,291UndistributedIncomePYAmt
Qualifying Distributions$115,065QualifyingDistributionsAmt
Applied To Year1$30,291AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$84,774AppliedToCurrentYearAmt
Undistributed Income CY$21,627UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADAPTIVE SPORTS FOUNDATION
PO BOX 266 100 SILVERMAN WAYWINDHAMNY12496NONEPCGENERAL$27,800
CHURCH OF THE NATIVITY
20 EAST RIDGELY ROADTIMONIUMMD21093NONEPCGENERAL$3,500
PATHFINDER VILLAGE FOUNDATION
3 CHENANGO ROADEDMESTONNY13335NONEPCGENERAL$15,500
ST THERESAS CHURCH
120 MONROE AVENUECRESSKILLNJ07626NONEPCGENERAL$1,000
BOYS & GIRLS CLUBS OF NASSAU COUNTY FNDN
PO BOX 16003FERNANDINA BEACHFL32035NonePCGENERAL$3,000
HEALTH WAGON
PO BOX 7070WISEVA24293NonePCGENERAL$1,000
MAYO CLINIC
200 1ST STREET SWROCHESTERMN55905NonePCGENERAL$1,000
PLAY FOR PINK INC
175 EAST 74TH ST 17BNEW YORKNY10021NonePCGENERAL$1,000
ROUNDABOUT THEATRE CO INC
231 W 39TH ST STE 1200NEW YORKNY10018NonePCGENERAL$15,000
SALVATION ARMY
328 N OCEAN STJACKSONVILLEFL32202NonePCGENERAL$3,000
ST MICHAEL CATHOLIC CHURCH
505 BROOME STFERNANDINAFL32034NonePCGENERAL$2,500
THE VALLEY HOSPITAL FOUNDATION INC
223 N VAN DIEN AVERIDGEWOODNJ07450NonePCGENERAL$11,000
WINDHAM FOUNDATION OF NEW YORK INC
48 WALL STREET 30TH FLNEW YORKNY10005NonePCGENERAL$15,000
RIDGEWOOD FIREFIGHTERS FMBA LOCAL 47
201 E GLEN AVERIDGEWOODNJ07450NonePCGENERAL$300
AMELIA ISLAND CHAMBER MUSIC FESTIVA
1405 PARK AVE STE 101FERNANDINA BEACHFL32034NONEPCGENERAL$300
NASSAU HUMANE SOCIETY INC
639 AIRPORT RDFERNANDINA BEACHFL32034NONEPCGENERAL$500
RIDGEWOOD LIBRARY PUBLIC FOUNDATION
125 N MAPLE AVERIDGEWOODNJ07450NONEPCGENERAL$500
WHITE OAK CONSERVATION FOUNDATION
227 W MONROE ST STE 4800CHICAGOIL60606NONEPCGENERAL$1,000
US CONSTITUTION SCHOLARSHIP FNDN
1417 SADLER RD 216FERNANDINA BEACHFL32034NONEPCGENERAL$300
WINDHAM COMMUNITY FOOD PANTRY
PO BOX 788WINDHAMNY12496NONEPCGENERAL$200
AMERICAN CANCER SOCIETY
270 PEACHTREE STEET SUITE 1300ATLANTAGA30303NONEPCGENERAL$200
CHILDREN'S AID FAMILIY SERVICES
200 ROBIN ROADPARAMUSNJ07652NONEPCGENERAL$500
FRIENDS OF RIDGEWOOD EMERGENY SERVI
131 N MAPLE AVENUERIDGEWOODNJ07450NONEPCGENERAL$300
GOLDEN STATE BALLETT FOUNDATION
6338 RIVERDALE STREETSAN DIEGOCA92120NONEPCGENERAL$1,000
GRAND AMERICAN BALLETT
3776 1ST AVENUE SUITE CSAN DIEGOCA92103NONEPCGENERAL$1,500
HENSONVILLE HOSE COMPANY
PO BOX 297HENSONVILLENY12439NONEPCGENERAL$1,000
MAIN STREET COMMUNITY CENTER
5494 STATE ROUTE 23WINDHAMNY12498NONEPCGENERAL$500
NASSAU COUNTY COUNCIL ON AGING INC
1901 ISLAND WALK WAYFERNANDINA BEACHFL32034NONEPCGENERAL$1,000
RIDGEWOOD PBA LOCAL 20
PO BOX 27RIDGEWOODNJ07451NONEPCGENERAL$100
STORY SONG CENTER FOR ARTS CULTURE
1430 PARK AVENUEFERNANDINA BEACHFL32034NONEPCGENERAL$500
THE VALLEY HOSPITAL AUXILLARY
223 NORTH VAN DIEN AVENUERIDGEWOODNJ07450NONEPCGENERAL$1,240
AMELIA ISLAND SINGERS
6541 SPYGLASS CIRCLEFERNANDINA BEACHFL32034NONEPCGENERAL$300
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$111,540TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$321ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$50,878ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$51,199ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$51,199TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
WMC TAX SERVICES LLC$3,355$1,677$0$1,678
WMC TAX SERVICES LLC$3,695$1,848$0$1,847

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescROUNDINGDesc
Revenue And Expenses Per Books$2RevenueAndExpensesPerBooksAmt
Net Investment Income$2NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryREGISTERED AGENT FEESCategoryTxt
Amt$562Amt
Net Investment Income$562NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAX ON NET INVESTMENT INCOMECategoryTxt
Amt$6,807Amt

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